Brookfield invests in a 19.7% non-controlling equity interest in Duke Energy Florida for $6 billion  Partnership supports $4 billion increase in Duke Energy Florida's five-year capital plan aimed at enhancing company's ability to meet customers' rapidly growing and evolving energy demands Attractive valuation and efficient form of financing enables 100 basis point increase in Duke Energy's long-term FFO/Debt target to 15%, supports 5% to 7% EPS growth rate through 2029 Duke Energy to remain majority owner ...

Companies reporting this week are generally global Eqmt. & Tech suppliers, making tariffs somewhat more in focus, and while none are pure-plays, most have a good chunk of NAm land exposure, making activity/pricing expectations in this market a key focus. Constructive GTLS, TS; Cautious NBR. Key Takeaways For stocks reporting this week, GTLS, NBR, NOV*, TS (*note: NOV reported 2Q results yesterday), we lower our 2025 / 2026E EBITDA by 2% / 4%. See revisions details in What's Changed? , our earnings cheat she ...

New York, United States, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Graphjet Technology (the “Company”) was honoured to receive the visit of management executives of a leading South Korean conglomerate, well-regarded globally in the steel and battery materials industry. The visit served as a meaningful step toward having the Company supply to one of the biggest conglomerates in Korea. Established in 1968, the Korean group is an emerging leader in the battery materials industry. In 2024, it reported consolidated rev ...

Core Viewpoint - Vanguard Mining Corp. has successfully closed a non-brokered private placement of units, raising gross proceeds of $1,924,444.65 for exploration and working capital purposes [1][4]. Group 1: Offering Details - The LIFE Units were priced at $0.15 each, consisting of one common share and one-half of a transferable common share purchase warrant [1]. - Each whole LIFE Warrant allows the holder to purchase an additional share at $0.22 for 18 months, with an acceleration clause if the share price exceeds $0.32 for five consecutive trading days [1]. - The offering was made under the Listed Issuer Financing Exemption, allowing sales to purchasers in all Canadian provinces except Quebec, with no hold period for the securities [2]. Group 2: Financial Aspects - The company paid a finder fee of $131,755.60 and issued 878,371 non-transferable finders' warrants, each allowing the purchase of a common share at $0.22 for 18 months [3]. - The proceeds from the offering will be allocated to exploration programs on mineral properties and general working capital [4]. Group 3: Company Overview - Vanguard Mining Corp. is focused on discovering and developing strategic minerals, particularly uranium, in the U.S. and Paraguay [6]. - The company aims to identify and develop assets critical to the global energy transition, emphasizing responsible exploration and value creation [6].

Core Insights - Nexans clarifies that all cables manufactured for the Great Sea Interconnector project have been fully paid for, eliminating financial exposure in case of project adjustments [1] - The demand for Nexans' high-voltage direct current (HVDC) cable solutions is strong across various global projects, allowing for the potential redeployment of manufacturing capacity to other initiatives [2] Company Overview - Nexans is a global leader in sustainable electrification, focusing on systems that support the transition to a connected, resilient, and low-carbon future [3] - The company has over 140 years of history and operates through three core businesses: PWR Transmission, PWR Grid, and PWR Connect, emphasizing innovation and industry expertise [4] - Nexans operates in 41 countries with a workforce of 28,500 and reported €7.1 billion in standard sales for 2024, with a commitment to achieving Net-Zero emissions by 2050 [5]

Q2 2025 EARNINGS PRESENTATION July 31, 2025 capitalcleanenergycarriers.com Important Notice This presentation contains forward-looking statements (as such term is defined in Section 21E of the Securities Exchange Act of 1934, as amended). These statements can be identified by the fact that they do not relate only to historical or current facts. In particular, forward-looking statements include all statements that express forecasts, expectations, plans, outlook, objectives and projections with respect to fut ...

Core Insights - SPIE's first-half results demonstrate a solid growth model with a 5.8% revenue increase and a 40 basis points margin improvement, affirming the company's strategic focus on energy transition and digital transformation [1][3][4] Financial Performance - Consolidated revenue for H1 2025 reached €4,979 million, reflecting a 5.8% increase compared to H1 2024, driven by 3.8% growth from acquisitions and 2.4% organic growth [4] - EBITA increased by 13.2% to €301 million, with the EBITA margin rising to 6.0% [4] - Adjusted net income for H1 2025 was €166.6 million, marking a 5.7% increase from H1 2024 [4] Strategic Initiatives - The company has signed three bolt-on acquisitions in 2025, contributing an annual revenue of €96 million, focusing on high-growth sectors such as Polish Building Solutions and fiber optic services in Switzerland [2][4] - A successful €600 million sustainability-linked bond issuance in May 2025 reflects SPIE's strong credit quality, with a 3.75% coupon and a five-year maturity [4] Market Position and Outlook - SPIE is positioned as the independent European leader in multi-technical services, with a workforce of 55,000 dedicated to decarbonization and responsible digital transformation [4] - The company aims to achieve a total revenue exceeding €10 billion, supported by continued organic growth and active bolt-on M&A, with a target EBITA margin expansion to at least 7.6% [4]

Generac (GNRC) Q2 2025 Earnings Call July 30, 2025 10:00 AM ET Company ParticipantsKris Rosemann - Director - IR & Corporate FinanceAaron Jagdfeld - Chairman, President & CEOYork Ragen - CFOTommy Moll - Managing DirectorDavid Tarantino - AVPBrian Drab - Co-Group Head - IndustrialsMark Strouse - Executive DirectorDimple Gosai - Head - U.S. Environmental, Social & Governance ResearchSean Milligan - Director, Energy TransitionJoseph Osha - Senior MD - Equity ResearchConference Call ParticipantsGeorge Gianarika ...

Financial Data and Key Metrics Changes - The company reported underlying EBITDA of CHF11.5 billion and operating cash flow of CHF6.9 billion, with a net operating cash flow decrease of just 2% despite a drop in iron ore prices by $14 per tonne [8][12][29] - Copper equivalent production increased by 6% in the first half, with a notable 13% increase in the second quarter year on year [4][11] - Underlying earnings were down 16%, primarily due to higher interest charges and one-off increases in the effective tax rate [12] Business Line Data and Key Metrics Changes - Bauxite production reached a new record with a 9% growth, while copper equivalent production was up 6% overall [5][11] - The aluminium business showed strong performance, with unit revenue up 14%, and profitability doubled despite tariff impacts [20][81] - The iron ore segment generated $6.7 billion of EBITDA, with productivity improvements leading to the highest Q2 production since 2018 [20][29] Market Data and Key Metrics Changes - The company noted that while iron ore prices are below historic averages, demand for copper and aluminium is rising due to the energy transition [14][31] - The demand for lithium is expected to grow significantly, with a projected increase of close to 30% year on year [31][33] Company Strategy and Development Direction - The company is focused on a diversified portfolio and strategic investments to drive profitable growth, with a strong emphasis on operational efficiency [4][29] - The strategy includes a disciplined approach to capital allocation, with CapEx guidance of around $11 billion in 2025 [25][28] - The company aims to leverage its strong social license to operate and enhance its project execution capabilities [6][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating global volatility and highlighted the resilience of the company's diverse asset base [9][31] - The company anticipates ongoing demand growth in the energy transition, particularly for copper and lithium, despite current price challenges [31][33] - Management emphasized the importance of continuous improvement and operational efficiency to maintain profitability [92][104] Other Important Information - The company has successfully integrated the Arcadian acquisition and is progressing well with lithium projects [36][88] - The Simandou project is on track to deliver its first shipment of high-grade iron ore in November, showcasing the company's project execution capabilities [38][39] Q&A Session Summary Question: Update on Simandou production ramp-up - Management indicated that the ramp-up to 120 million tonnes will take approximately 2.5 years, with the first shipment expected in November [50][52] Question: Impact of copper tariffs in the U.S. - Management noted that copper tariffs present an opportunity for profitability at the Kennecott smelter, which has historically underperformed [56][58] Question: Iron ore revenue impact from grade drop - Management stated that initial shipments under the new product specification have been well received, and the simplification of product streams will lead to long-term cost benefits [75][78] Question: Confidence in lithium cost curve - Management expressed confidence in achieving bottom quartile costs due to operational efficiencies and strong reservoir capabilities at Rincon [86][88] Question: Update on Genalco discussions - Management confirmed ongoing discussions regarding share buybacks but did not provide a specific solution at this time [95]

Financial Performance - Rio Tinto's underlying EBITDA was $115 billion, a decrease of 5% compared to H1 2024[20] - Underlying earnings decreased by 16% to $48 billion[20] - Operating cash flow decreased by 2% to $69 billion[20] - The interim dividend was $24 billion, representing a 50% payout ratio[20] Production and Sales - Bauxite production increased by 9% year-over-year in H1 2025[17] - Oyu Tolgoi copper production increased by 54% year-over-year in H1 2025[17] - Sales volumes of copper equivalent increased by 6%[20] - Iron ore price decreased by $14/t, a 13% reduction[21] Capital Allocation and Growth - Share of capital investment increased by 23% to $45 billion[26] - Simandou is accelerating first shipment to ~November 2025[17] - Oyu Tolgoi is on track to average ~500 ktpa of copper from 2028 – 2036[17] Commodity Market - Copper demand is up 3% to 13Mt, aluminium demand is up 3% to 37Mt, and lithium demand is up 28% to 713Kt[53] - Iron ore demand remained flat at 12Bt[53]